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Duvan L. Brock, MBA, CFP®, CLU®, ChFC®, CRPC®, CMFC

 
Duvan L. Brock is a Certified Financial Planner (CFP®) practitioner with over thirty years experience in the financial services industry.   Duvan is President and founder of Duvan Brock Financial Services, LLC., a financial planning firm located in Calhoun, Georgia. 
Duvan graduated from Jacksonville State University in 1986 with a bachelor’s degree in Finance and English.  He then went on to complete the Certified Financial Planner (CFP®) certification in 1995.   While always looking to gain greater knowledge of the financial planning industry, Duvan also attended The American College in Bryn Mawr, Pennsylvania to earn the coveted Chartered Financial Consultant Designation (ChFC) in 2001 and the Chartered Life Underwriter (CLU) designation in 2016.  In addition, Duvan has furthered his education by attending the College of Financial Planning located in Denver, Colorado to attain the Chartered Retirement Planning Counselor (CRPC) and the Chartered Mutual Fund Counselor (CMFC) designations. Duvan is one of those people who loves to learn, therefore at the age of fifty (50) he started to further his educational experience by earning a Master of Business Administration degree (MBA) specializing in Finance from Louisiana State University in 2017.

Duvan acts on his strong belief of giving back to the community by donating significant amounts of time and expertise to local and national non-profit charities including:

  • Elder at Calhoun Church of Christ
  • Martin-Boyd Christian Home, Inc. (Board Member)
  • Board Member of Northwest Georgia Council - Boy Scouts of America 
  • Past Vice Chairman of Churches of Christ for Scouting, Inc. (National Scouting Organization) 
  • Advisory Board Member to the College of Commerce and Business - Jacksonville State University

Duvan is a member of the Financial Planning Association, the Society of Financial Service Professionals and also the Cherokee Area Estate Planning Council of Northwest Georgia.  Duvan has also served as a retirement planning specialist for USA Today newspaper. Duvan and his wife Dawn have been married since 1987.  They reside in Calhoun, Georgia with their two children - Alexandria and Dillon.  Duvan and Dawn also recently welcomed their first grandchild - his name is Brock. Duvan's hobbies are traveling, many outdoor sports, history, and reading.



 
Donna B. Morrell,
Paraplanner & Client Service Manager
 
Donna became part of the Duvan Brock Financial Services, LLC., team in 2007.  Donna grew up in Garner, North Carolina and graduated from Garner Senior High School.  Donna has been married to her husband, Jeffrey for over 25 years and together they have 3 children, Aaron, Kaitlyn, and Ryan. 
 
Donna is the "go to" person when a problem needs solving.  She makes it her business to act as a "Concierge" for all of the clients we serve.  Continually looking to improve the client experience, Donna completed the College for Financial Planning’s Registered Paraplanner program in 2009.  By completing this educational process, Donna studied many in-depth financial concepts including the Financial Planning Process, Financial Statements & Cash Flow Management, Time Value of Money, Investment Principles & Mutual Funds, Equities & Debt Instruments, Tax Planning, Retirement Planning, Insurance Planning, and Estate Planning. 
 
Donna is a devoted mother and wife.  Although she spends many hours in dedication to our clients, Donna occasionally takes time away from the office where she spends most of that time taking care of her family.  However, on the rare occasion she gets time to herself, she loves to curl up in her favorite chair and read the latest novel.


 
Dawn Y. Brock, Income Tax Specialist
 

Dawn has served as an Income Tax Specialist since attending Jacksonville State University where she received a Bachelor of Science Degree in Accounting and Finance while graduating with highest honors in 1986.  After graduation, Dawn worked as an associate income tax specialist with a CPA firm in Lafayette, Georgia.  In 1989, Dawn seized the opportunity to start her own accounting and tax services firm in Calhoun, Georgia working with corporations, individuals and non-profit charity clients across the eastern part of the United States.

Dawn serves in an “unofficial” capacity to Duvan when he needs to consult an accountant on tax matters for his clients. Since Dawn manages her own tax and accounting firm, she shares many of the same clients with her husband, Duvan.   Over the years Dawn has realized one of her greatest joys remains in helping clients achieve their financial goals.

Dawn and Duvan were married in 1987.  Together they have two children – Alexandria and Dillon – and recently they welcomed a grandson into the family - his name is Brock. Additionally, they have a Yorkshire Terrier named Fitch.  Dawn spends most of her time when she's away from the office with her children and husband. However, Dawn also stays involved in several community service organizations where she serves as tax and accounting advisor.  Dawn serves as a Bible School teacher at Calhoun Church of Christ where she and her family worship.  Along with her volunteer work in the community, Dawn’s hobbies include quilting, travel and reading.



 
Dillon T. L. Brock, MS-Finance
 
Dillon Brock joined the practice as a financial advisor in 2017. Dillon graduated from Jacksonville State University in 2017 with a bachelor’s degree in Finance. Dillon then went on to complete his Master of Science in Finance at The University of Alabama in 2019. While always looking to gain greater knowledge of the financial planning industry, Dillon is currently studying for the Certified Financial Planner (CFP®) certification.
 

Dillon resides in Calhoun, Georgia. He has a sister named Alexandria and a nephew named Brock.  He is the son of Duvan and Dawn Brock. Dillon’s hobbies are traveling, skiing, sports, and hunting.



 


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